May Virtual Meeting w/ Jeff Mortimer

When:  May 12, 2021 from 6:30 PM to 7:30 PM (ET)
Associated with  Boston Chapter

Save the date for the final Boston Chapter Virtual Meeting of the season.  We are going out with style and on May 12, 2021 from 6:30-7:30 pm, Jeff Mortimer will discuss the state of the financial markets and the US economy.  Jeff is BNY Melon’s Director of Investment Strategy and has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg and CNBC.  Come join us for an insightful presentation into these uncertain times by a nationally recognized expert.  "Doors" will open at 6 pm in case you want to come early for virtual networking. 

Below is the link to register:

After registering, you will receive a confirmation email containing information about joining the meeting.

Speaker Bio:

Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.

 Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.  Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.

Check out his profile here:  Jeff Mortimer | BNY Mellon Wealth Management

We look forward to seeing you at this event.  Please reach out to me via the IMA platform if you have any questions or through


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